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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,476 | $138,075-84.4% | $123,552-82.6% | $135,379-84.1% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 12.81% | 153.70%-140.9pp | 119.20%-106.4pp | 519.79%-507.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,348 | $6,800+22.8% | $6,426+29.9% | $5,609+48.8% |
| Admin fee / account holder | $3,184 | $10,917-70.8% | $9,285-65.7% | $10,828-70.6% |